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Salesforce Consulting Services

Salesforce Solutions That Drive Real Business Impact

Protiviti is the expert in Salesforce consulting services, helping organisations modernise operations, unify customer data, and deliver measurable business outcomes. As digital expectations rise and competitive pressures intensify, choosing the right Salesforce implementation partner is critical to achieving real business impact.

With deep industry expertise and a flexible delivery model, Protiviti’s Salesforce team helps clients unlock rapid value from their Salesforce investments - whether through agile implementations, managed services, or scalable innovation. We focus on enabling smarter operations, stronger customer engagement, and lasting transformation.

As a trusted Salesforce partner, we combine industry insight, agile delivery, and a flexible model that ensures your investment delivers both immediate and enduring value.

What’s Trending Now

Rapid Mitigation Strategies for Salesforce Marketing Cloud’s Encryption Changes

On January 21, 2026, a platform-wide security update in Salesforce Marketing Cloud generated an issue that caused links in previously sent emails to stop working. Salesforce Security identified a vulnerability within Marketing Cloud Engagement and responded by deploying enhanced encryption across the platform.

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From Models to Market: Agentforce and the Future of Enterprise AI

Recently, the Protiviti Salesforce team attended the NY World Tour Agentforce event which provided a vision for Agentforce. Salesforce’s Agentforce, first introduced last fall, is an AI application that allows companies to create and manage AI agents across the organisation, orchestrating across both custom and out of the box workflows built on a Salesforce platform.

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Our Salesforce Capabilities

Automated Audit, Risk & Compliance with Agentforce

  • Provide accelerated pre-deployable agents, focusing on custom configuration and scalable customisation
  • Leverage enterprise-wide data for recommendations and personalised experiences through Salesforce's Data Cloud
  • Utilise AI capabilities to optimise business processes and deliver immediate ROI
  • Automate your risk and compliance analytics
  • Maximise AUM and relationship management with Financial Services Cloud
  • Curate bespoke prospect and customer journeys with Data Cloud and Marketing Cloud
  • Optimise front-, middle- and back-office operations and processes with Agentforce
  • Improve customer experience with Financial Services Cloud and Service Cloud
  • CRM and ERP integration
  • Streamline your business processes and unify your customer data
  • Optimise your supply chain
  • Improve your field service
  • Drive donations and manage operations with Nonprofit Cloud
  • Unite student services and enhance outreach with Education Cloud CRM and Marketing Cloud
  • Enhance citizen engagement and service delivery with Government Cloud and Agentforce
  • Optimise revenue and improve customer experience with Revenue Cloud and Service Cloud for Transit Authority
  • Utilise a dashboard for financial consolidation and reporting support
  • Fraud detection and risk monitoring for cyber security threats
  • Alteryx conversion with Tableau Pulse/NEXT for CDO
  • Explore KPIs across your organisation

Partnership Highlights

Protiviti is helping organisations navigate the rapidly evolving tech landscape with our Salesforce consulting services. We recommend these resources:

Summit Tier Partner

Recognised at the highest level in the Salesforce Consulting Partner Programme

 

3,000+ Certified Experts

Access to a global network of Salesforce-certified professionals through Robert Half

 

250+ Projects Delivered

Proven track record across industries with high client satisfaction (4.8/5 rating)

 

Trusted Salesforce Partner

As a Summit-tier Salesforce Consulting Partner with over 250 successful projects and 200+ certifications, Protiviti delivers agile, industry-tailored solutions backed by deep expertise and a global team. Our flexible delivery model, proven methodologies, and strong Salesforce alignment ensure clients realise rapid value, improved user adoption, and long-term success across their Salesforce investment.

Client Credentials

40 %

TIME SAVED

By leveraging our Salesforce consulting services, Protiviti enabled a tech education firm to cut manual tasks nearly in half with CPQ and automation

30 %

FEWER REPORTING ERRORS

Protiviti’s Salesforce consulting services helped a healthcare CFO reduce financial reporting errors through integrated dashboards

15 %

REVENUE GROWTH

Through our Salesforce consulting services, Protiviti supported a transit authority in optimising quoting and service delivery with Revenue Cloud

Face the Future with Confidence ®

Protiviti India Member Private Limited is the India Member Firm of the global network of Protiviti firms, a group of independent consulting firms helping companies solve problems in finance, technology, operations, governance, risk and internal audit. Protiviti Member Firms are separate and independent legal entities, are not agents of other firms in the Protiviti network, and have no authority to obligate or bind other firms in the Protiviti network.

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